Home› Funds› UTI - Credit Risk Fund (Segregated - 07072020) - R

UTI - Credit Risk Fund (Segregated - 07072020) - Regular Plan - Flexi Dividend Option

UTI · Corporate Bond
Moderate
₹0.00
Current NAV
14 Jul 2020
23.7%
1Y Return
9.7%
3Y CAGR
13.7%
5Y CAGR
Add to Watchlist
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Very large asset base (AUM: ₹24,120 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Corporate Bond mandate.
Cons / Risks
  • Higher expense ratio (1.97%) which can affect compounding over long horizons.
  • Lower risk-adjusted performance compared to top peers in the same category.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
0.57
Sharpe Ratio
0.77
Beta
0.57
Alpha
0.67
Sortino
Fund Details
Fund House UTI
Category Corporate Bond
AUM ₹24120 Cr
Expense Ratio 1.97%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Corporate Bond
HDFC Corporate Bond Fund - IDCW Option
HDFC
₹20.72 31.9%
DSP Credit Risk Fund - Direct Plan - IDCW
DSP
₹12.60 31.9%
DSP Credit Risk Fund - Regular Plan - IDCW - Quarterly
DSP
₹12.22 31.9%
DSP Corporate Bond Fund - Direct - IDCW - Quarterly
DSP
₹11.55 31.8%